Five
Five years ago (October 2nd, 2020) the world was concerned that a viral respiratory disease named “Covid” could kill anyone who became infected. This unknown, hideous disease of unknown origin forced governments around the world to shut down the global economy in fear of mass contagion and death. It was a scary time for all. The stock market, equally concerned, pulled back to levels that did not reward risk. The S&P 500 closed at 3,348 that day.
Yet on that day five years ago a few brave souls, Carl Santos Ocampo CFP®, Howard Jordan CFP® and David Morgan CFP® decided to take a risk and opened the High Net Worth Advisory Group LLC. They believed that the best way to place their clients’ interests first was to be independent of global corporate thinking and continue their servant mentality without being told how to service the client relationship. If a client wanted to come into the office, we welcomed them. No restrictions.
Within a year, Katherine Lauer had joined as our practice manager as had Kelso Huffman, an exceptional advisor and a longtime friend of the firm and mine. They too believed that clients deserved the very best and the way to give that to them was breaking from the brokerage firm mold and becoming fiduciaries.
As our growth continued, we needed more help and recruited David C. Morgan CFP® right out of college, before another firm could hire him. Addie Santiago Ramirez joined us a short time later and then Gillian Manantan after that. All share the same servant mentality and the core belief that the client comes first in everything we do.
Today, while Covid still exists, it is no longer the great fear it once was. The world economy is open for business, the S&P 500 stands at 6,660, and the High Net Worth Advisory Group LLC has more than doubled in size. What a great story to remind us that no matter what adversity the world may throw at us, we can overcome and thrive by sticking to the understanding that forward progress may come with challenges but with the belief in yourself and those around you, can accomplish great things.
It has been an honor and privilege to serve each and every one of you these past “five” years. Your team at the High Net Worth Advisory Group LLC looks forward to the future with the same enthusiasm and belief that when a client comes first, great things happen! I raise a toast to all who helped us get to where we are today and look forward to seeing what we accomplish together in the future. Onward!